Bookkeeping appliance



April 13, 194s. f J, ZALKmD 2,439,537

4BDOKKEPING APPLIANCE pri 13, 194s.- J, WND 2,439,537'

BOOKKEEPING APPLINGE Filed. May 12. 1945 4 Sheets-Sheet 3 I-l a 5 v INVENTOR.

BY W., #Ww

.April 13, 19m HALKIND -2,439,537

IOOKI'UEJEPINGv ABPLIANCE Filed Hay l2, 1945 4 Sheets-Sheet 4 JOSEPH -ZAwr/ND mamma By www,

A TTHNEY 'Patented Apr. 13, 1948 UNITED STATES "PATENT'IKoFFicE Application May 12, 1945, serial No. 593,347 y eoiaims; (o1. 282-29) y My invention relates to bookkeeping appliances Aand has particular reference to appliances for making manually simultaneous .entries on special- 1y prepared printed blanks or forms.

My invention has further reference to appliances which can be used for making entries on individual forms, for instance, on payroll receipts or checks, and, at the same time, making the same record on a ledger sheet or on a master form, proof sheet or registry sheet, on which the individual records are successively transferred. For such an operation it is necessary to have a -device in which the individual forms are accurate- 1y positioned on a series of pins o r pegs over a master form, and a mechanism is provided for moving the master form exactly the required distance after each individual record, for bringing a new bracket or horizontal column on the master form under the individual form.

The forms for this purpose are usually provided with perforations registering with the pegs on the appliance. TheV perforatio'ns on the master form are engaged by a rotary device for moving the` master form for a predetermined distance after each recording or entry, the rotary device being usually made in the form of a wheel with radially projecting pins or pegs which engage the holes in the master form. Such an arrangement has a disadvantage in that the radial pegs cannot accurately engage the perforations, and, moreover, there being onlya few pegs (usually only one) which correctly and fully engage the perforations, the master form is notmoved accurately and may be displaced to one side or the other so that the lines or columns on the master form will no longer accurately correspond to the similar lines or columns in the individual forms. There is also a danger that the paper at the perforations being engaged by very few pegs, may be torn or otherwise damaged whenthe form is moved rapidly.

The main object of my invention is therefore to provide an appliance in` which the master form is moved by a plurality of pegs mounted on a. caterpillar belt, simultaneously engaging the corresponding perforations, all these pegs being in an alignment with each other so that the form is accurately moved in the same direction and cannot be damaged by the pegs evenwhenl moved Very rapidly.

Another object of my invention is to provide an appliance in which the pegs are placed into the perforations in the master forms from the top so that a more accuratealignmentof the various I device. l

ment it is possible to use non-perforated master formsby using sharp pegs for making perforations'whenthe form" is placed on the base of the Another-object of` my invention is to provide an adjustable form holder which can be placed in any desired position for accurately locating a form on theLbase of the device. l

Another object of my invention is to provide a bookkeeping appliance in which different forms can bewplaced in any desired order, their relative positions being correctly'` aligned' by the particular arrangement of the supporting members and pins.

, Thus it is possible, for instance, to place the pay period form above the receipts and checks for one particular'pay period so that the general pay period form will have the original records.

Another object of myinvention is to provide an appliance in whichthe moving or operating parts forms is possible; moreover, with this arrange- :55

are substantially covered and otherwise protected, Y

and which is always ready for the operation even by inexperienced operators, beingsimple,I rugged and practically foolproof in its construction.

` `My inventionismore fully described in the accompanying specifications and drawings in which:

Fig. 1 is .a plan View of my appliance showing also severalprinted forms assembled for making entries; p

Fig. 2. is a sectional view on an enlarged scale taken on the line 2-2 of Fig. 1;

Fig. 3 is asimilar sectional view taken on the line 3-`3 of Fig.,1;

Fig. 4 is a detail view of a portion of an endless l belt with a peg;

Figzis a fractional sectional view on an enlarged'scale taken on theline 5--5 of Fig. 1;

Figs. Gand 7 and 8 are detail views of an operating handle in different positions;

Fig. 9 is a fractional sectional view on an enlarged scale taken on the line 9--9 of Fig. 1;

' Fig.110 isa similar view taken on the line lli- I ofFig.1;

Fig. 11 is a perspective view of a ratchet wheel for movingthe belt With the pegs;

Figs; 12 and 13 are views of typical individual forms which may be used with my device;

Fig. `14 is a detail viewof a locking device for the'form gauge. g L

My `bookkeeping appliance comprises a base I whichmay be made of metal, wood, plastic or similar` material; preferably of a rectangular shape. The operating mechanism is supported in a housingZ having side walls 3 and 4 to which a coverV 5 lisai'ltached as'by screws 6. A rear plate Fig. 5.

8 extends from the lower edge of the outer wall of housing 2 and is provided with hinge loops 9 engaging a pin I Ii which is also engaged by hinge loops on a hinge plate I2. The latter is aixed to the base I as by screws I3. A post I4 holds the housing at an elevation above the board or base I. A metal plate I5 is attached to the base I under the housing. The plate I5 and the base under the plate are provided with a longitudinal slot I6 registering with sharp-pointedpegs -20 vonan end-` less belt 2I made of a steel strip and mounted on pulleys 22, 22'. The pegs are undercut at the bases as shown in Fig. 4 and the ends of the pegsv are riveted in countersunk holes in the strip 2| so that the strip is smooth lon the inside where `it moves over the pulleys. The rear pulley 22' jrotates directly on a shaft 23 supported in the walls 3 and The front pulley is securedon a tubel24 rotatively mounted on a shaft 25 journaled in .a bearing in the wall 3. The rear end of the shaft 25 is fastened to the wall 4 at 2B. The outerend of the tube 24 mounts a ratchet vwheel v28 with teeth 25. For rotating `the ratchetwheel,aha-n-y dle 30 is provided rotativelym'ounted on a screw 2'I to the outer .end of the shaft 25 and provided with a bore 32 forthe ratchet wheel "28. Ahelical spring 33 is attached at on'elendto thewall 3 of the'housing, the other.'end ofthe spring being attached to the handle 3l). 4Thespring'is.placecl under tension so that it urgesft'he 'handle rearwards, into an inoperative `p'osition'as shown in The handle is :provided with a bore A35 for a sliding pin '36 urged Aoutside by a lspring 31. Thepin engages one "of "the "teeth of the ratchet wheel so 'that the vrathetwheel is .rotated when the handle .is moved manually Ibackwards. Pins 38, 39 (Fig. .6) zlimit the'movement ofthe handle so that forfevery movement ofthelatter, the ratchet wheel 28 is'turned for anangular .distance between two teeth. The beltor strip'2l is moved exactly through a distance equal to the distance between two.'consecutive,pegs V20,'the angular distance between the Vtwo pegs 'being the same as the angulardistance'between twoteeth of the wheel28. It is, ofcourse, understood that the angular Ldistance between thetwo pegs 20 may be diierent from that between the two teeth 29 of wheel 23, so thatthelinear travelof 'the belt 2I may be varied as desired such as by changing the number of teeth on the .wheel 28. VDifferent positions of the handle'are shownmore clearly in Figs. 6, 7 and 8.

The lower side of the belt'2I isat the same level as a plate 40 extending .fromthe .inner -wall4 of the housing. The housing with the.plate '40.is normally held at a certain elevationabove .the surfaceof the baseby ythepost I4 fonthe base I. The housing is, vurged downwards .againstthe lug I4 by a helical spring 45 onascrew 46, .the lower end of the spring restingon the platel. In .this position vof thefhousing y2, .the A`pegs slide .in Athe grooveIB in the base. :For raising-the .housing so as to raise the pegs from the groove I 5 for. inserting a sheet of paper `under thehousing, arcani-- lever 48 is provided, pivoted .at49-on-.thebase i and having a tapering or'cam .portion 50 which slides under plate 8 when the .lever 48 is rotated. Byturning the leverl 48.150.thefleft,.the.cam portion of the lever enters under the wall .8, raising the same and the housing to asuiiicientheight to clear the space .underthe housingfor inserting a sheet of paper. V'Ihe screw-46 limits theupward movement of the housing so that the latter cannot be turned completely over, butmerely raised, suiciently. to insert a new form. The master form 52, shown in Fig. 1, is preferably provided with equally spaced perforations 53 at the left edge, the pitch of the perforaticns being the same as the pitch of the pegs 20 on the belt 2I. The master form is then placed on the board in such a position that its perforations correspond to the position of the pegs 25. The correct longitudin nal position can be easily found by observing a Y mark 4I on the base I which can be seen through one ofrthe perforations 53. The master sheet or form may be of any suitable design for any particular purpose suitable to my device, for instance,

Aas a pay record sheet of employees. VIn such a case the form is provided with lines 54 spaced in Yaccordance with the space of the perforations 53 'for distances .between the pegs 2G. Each space be- Y tween the lines is assigned to the pay record of a particular-employee for a given pay period. The pay record of each employee is kept on sheets 55 which can be used in my appliance in connection with the master sheet 52, and in connection 'with a pay check 56 and an employees receipt .5?, which maybe separated by transfer carbon sheets 58. The individual forms 55, 5S, 5l are mounted on pins 60 on the extension plate 49, for .which purpose the forms are providedwith perforations 5I (Fig. 13). For placing the pay period sheet .55,

in the correct'position for a given pay period, an adjustable vguide bar 62 is providedyslidably supported on the extension 'plate 40. The bar 52 is provided with a vertical ilange E3 heldbya depending flange `E54 on a lockingrplate 55 slidably,

supported in slots in the Walls 2 and. 3. The locking plate beyondtheycover 5 of the housing as shown in Figs. 9, 10 and 14, is provided with a locking lever or handle lpivotally supportedV on top of Athe locking'plate on a pin Sl. An upper guiding plate B8 is provided Afor guiding the locking plate in its movements. .A triangular recess 'iii is provided in the upper plate tfor allowing rota-` tional movements of the locking lever 55. A similar triangular recess] I isprovided in a supporting plate "I2 which may be `formed integrallywith the extensionplate 40. -The recess II is engaged by the pin 61 which in this place is of an enlarged oval sectionas shown in .dotted linesin Fig. lli.

By turning the handle 65 straight Voutwards as.

upper edge of the form. 55. A guiding pin l1 is sev cured .on the supporting piece for retaining the upper edge of the sheet 55 in the correct position.

The device is used with the particular forms as follows: f vThe master form 52 is placed in a correct position on the base l, withthe perforations53 registering ywith the pins 20 of the propellingY caterpillar -belt 2I `and using the mark 4I to guide the form. k j

Next, the pay period form 55, pay check '55, and

carbon transfer sheets 58 above and below the check 56 .are placed in any desired ordergwith the pay period form 55 von top if it is desired to have the original record thereon. These forms are mounted With their perforations GI: 4.engaging the pinsf on the extension plate '49,.'

as shown4 in Fig.` 1....\=Tl1e.,pay period "forms 55`is similarly placed on theipinssolthatthe graph vforl the particular payfperiod,ifor^ins`tance, 21st week, as showntbyinumera'ls8| on 'the' sheet 55,

opposite `the upper portions ofL the check' andV receipt formsSasfshownL` .The guidebar '62isfso .adjustedV that its. end pin` 'Il enters 'the' end perforation in the 'formV 55, -and `the bar '62- is locked in this position by the locking-lever 165. `The handle 3li`s'1the'n operated -fonmovingf-the' belt 2| until the" bracket for thelrst employee' as" indicated by the corresponding' `number 82 on'the form 52` isl aligned -with the selected `lbrlaxzlret 8l j The name of the employee and the amountoflhis" 5B will` be filled in. The transfer carbons may be'` so arranged as to transmit 'onlysuch legend 'as is needed for the next form. Uponcompletion of the record for one employeeythe forms 55, 56,

51 are removed, the handle 3E! is turned to moveA the master form 52 to thejnextv bracketfa'n'd a new set of forms 55, 56, 51,forfthe next employee is placed on the pins 60, 11,

It will be understood that various features and principles of each of the embodiments of the invention above described or referred to may be utilized or substituted in the other embodiments.

While the invention has been described in detail with respect to certain particular preferred examples, it will be understood by those skilled in the art after understanding the invention, that various changes and further modications may be made without departing from the spirit and scope of the invention, and it is intended therefore in the appended claims to cover all such changes and modifications.

What is claimed as new and desired to be secured by Letters Patent is:

1. A bookkeeping appliance comprising a base adapted to support a master form; a housing pivotally supported on the base above the marginal edge of the master form; means in the housing to manually move the master form one step at a time; a plate extending from the housing above the master form; means to support the housing and the plate at an elevation above the imaster form at a small distance therefrom; means on the extension plate to support relatively small forms; an adjustable guide bar on the housing for supporting a sheet on top of the forms; and means on the guide bar for locating the outer edge of the sheet.

2. A bookkeeping appliance comprising a base adapted to support a relatively large master form; a housing pivotally supported on the base above the marginal edge of the master form;

means in the housing to manually move the master form one step at a time; a plate extending from the housing above the master form; means to support the housing and the plate at an elevation above the master form at a small distance therefrom; means on the extension plate to support relatively small forms; a guide bar adjustably supported on the housing with a flange at one end at right angles to the bar Vfor supporting a record sheet and for locating the edges of the record sheet.

3. A bookkeeping appliance comprising a base adapted to support a relatively large master ao'form; a housing -pivotallyisupported at'one'end form; .a housing pivotally supported at one end of the base; `means to fsupport the housing at an elevation above the base at a short distance therefrom; means' irl-the housing for manually l moving the form sheet one stepat a time; a plate extending from thehousing; pins extending upwards from'the plate for engaging corresponding perforationslin individual forms and for supporting the individual forms above the master form in a contact' therewith; Ea guiding barslidably supported on the plate; a `flange'and a guiding 4pin at the end of the ybar for locating the outer edge of an `intermediate form. l

41A bookkeeping appliance comprising a base adaptedu to support `a relatively large master form; ahousing pivotally supported at one end ofthe base aplurality'of pins movably supported in the housing arrangedto engage the marginal edgof Ithe master form; means to move the pins.

one step at a time formoving the master form; a plate extending from the housing; pinson the plate for fengagingperforations in additional forms of relatively smaller sizes for aligning the additional -forms with thet master form; and Va guide bar adjustably'supported "on the plate vfor positioning an additional jforin of an intermediatesize. j y

5. A bookkeepin'gnappliance Vcomp'risinga base adapted to support ta relatively "large" master of the base; yieldable means to support the housing at an elevation above the base at a short distance therefrom; a pair of pulleys rotatively supported in the housing; an endless belt 'on the pulleys; a plurality of equally spaced pins on the endless belt arranged to engage the master form from above; means to manually rotate one of the pulleys for moving the belt in steps equal to the distance between the consecutive pins; a plate extending from the housing; pins extending upwards from the plate for supporting additional forms; and a guide bar adjustably supported on the plate for positioning an intermediate form.'

6. A bookkeeping appliance comprising a rbase adapted to support a relatively large master form; a housing pivotally supported at one end of the base; yieldable means to support the housing at an elevation above the base at a short distance therefrom; a pair of pulleys rotatively Supported in the housing; an endless belt on the pulleys; a plurality of equally spaced pins on the endless belt arranged to engage corresponding perforations in the master form, the base having a slot for the ends of the pins under the master form; means to manually rotate one of the pulleys for moving the belt one step at a time, each step .being equal to the distance between the consecutive pins; a plate extending from the housing; and pins extending upwards from the plate for supporting additional forms in contact with the master form.

'1. A bookkeeping appliance comprising a base adapted to support a relatively large master form; a housing pivotally supported at one end of the base; yieldable means to support the housing at an elevation above the base at a short distance therefrom; a pair of pulleys rotatively supported in the housing; an endless belt on the pulleys; a plurality of equally spaced pins on the endless loelt arranged to engage -corresponding fperforations in the master form, the base having a slot for the ends of the pins underthe master form; a ratchet wheel connected with one of the pulleys; a. handle rotatively supported coaxially to theV ratchet wheel; a lbowl on the handle for l engaging the' Ateeth :of the ratchetwheel; yieldable :means to .urge lthegpavvl :against the teeth, the handle vbeing varranged ,to be manually rotated for turningthe ratchet Wheel through `an angular vdistancecorresponding to the distance between lthe consecutive Ateetlithereby advancing the `lmaster Vform for a Vdistance corresponding tothe distance between :the 'consecutive ipins on the belt; -a plate extending from the housing; and means on .the plate` for supporting additional formsin contactfwith'the master forms. Y

8. A bookkeeping appliance. comprising raibase adapted to support `a ,relatively large master form; a housngpivotally vsupported "at one end of lthe base; a plurality of pins movably supported .in the housing-arranged to engage the marginal edge -of the master `form; :means Ito move the-pins one step at a time -for moving the master form; `.a plateextending from the `hous-V ing; pins on the plate forV engaging perforations inadditional forms of relatively smaller-sizes for aligning -the yadditional .forms with the master form; a guide bar adjustably supportedlon the plate. for ,positioning aniadditional'form .of an intermediate size; yieldable means to support `the 25 from the master form; .and means .to limit the movement of the housing.

8. t9. A vbookkeeping Vappliance comprising afbase adapted :to support .a registry :sheet: .a 'housing pivotally `supported lfon-"the base abovewthe Lmare ginal edge .of the registry sheet; :means l-infthe housing to manually A.move the Aregistry Tsheet;

one step atV a. time; aaplateextending `;fro1'n'-the housing vabove the registry sheet; means to :support the y housing and `the plate :at :an elevation above the .registry t.sheet at "a small distance therefrom; means on the-extensionrplate'ftosup-` REFERENCES The following references are of record in the le of this patent:

UNITED STATES YPATENTS Number "Name VDate e 2,163,193 'Critcheld June .20, '1939 FOREIGN PATENTS e Number Country rrDate 650,492 lCuermany Sept. 12'3, `r`193'? V690,725 Germany. 4`May 6, 1940 

